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Opal Wealth Advisors, LLC: JPIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opal Wealth Advisors, LLC on JPIE, newest first. How the timeline and the estimate are built.

Opal Wealth Advisors, LLC held 58,411 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,411 shares
    Change vs previous 13F +4,607 shares

    0.58% of the 13F portfolio, value $2,689,848.

    13F-HR 0001844201-26-000004 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 53,804 shares
    Change vs previous 13F +2,689 shares

    0.56% of the 13F portfolio, value $2,478,764.

    13F-HR 0001844201-26-000003 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,115 shares
    Change vs previous 13F -155 shares

    0.62% of the 13F portfolio, value $2,366,101.

    13F-HR 0001844201-26-000002 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,270 shares
    Change vs previous 13F +2,837 shares

    0.66% of the 13F portfolio, value $2,379,447.

    13F-HR 0001844201-25-000006 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,433 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,243,417.

    13F-HR 0001844201-25-000004 filed by Opal Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).